Will The Bonds Break (Or Make) The Stock Market's 2025?
Source: SeekingAlpha
2025-05-26 07:39:00 ET
Summary
- The next major market driving theme is shaping up to be how the bond market responds to the 5% level in the 30-year bond, and potentially the 10-year bond shortly thereafter.
- The bond market played a big role in the tariff tantrum by being the voice that is widely believed to be the impetus for Trump deciding to pause the most aggressive tariffs.
- Until the market turns lower with the catalyst of a “hard landing” recession, the bull market is intact, but higher rates will be a substantial headwind.
By Geoff Bysshe
The stock market likes to grab onto a theme and follow it - for better or worse. ...
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Will The Bonds Break (Or Make) The Stock Market's 2025?
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